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New Member |
I'm wanting to track my sales people by the number of notes that they enter against clients, per day.
A summary and and count at the end would be great! I've looked at all the reports and I can't see anything that fits the bill. Anyone got any idea's or suggestions? |
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Master |
Since you want your report to include those notes made within a specific time frame by a certain user first Search > Notes... by the criteria you wish and with the resulting list generate a report Report > Address Book > Note Report...
IRIS |
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